Marketing Tools | White Paper

MarketingFit Guide to: Marketing Technology in the Financial Sector


If executed correctly, the financial industry can reap true benefits from cutting edge technologies that allow for an enhanced customer experience. The layers of security and compliance regulations can make this challenging, but that’s where finance IT decision-makers (ITDMs) come in. Based on key IDG research studies, 2016 Role & Influence of the Technology Decision-Maker and the 2017 Customer Engagement survey, this white paper will provide an understanding of how financial ITDMs are involved in many stages of the tech purchase process – whether it be building vendor relationships, evaluating products and services, or consuming vast amounts of content for research purposes.

The white paper will include:

  • Structure of the IT department within financial organizations
  • The collaboration that takes place throughout the purchase process
  • Various sources these IT decision-makers use to make buying decisions, including events
  • Strategic partnerships and vendor relationships

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